Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,257 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $443 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,785
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2023
Added 29.33%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
5,776
shares
|
$1.78 Million
1.44% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,774
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2024
Reduced 59.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,746
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
5,742
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,727
shares
|
$1.76 Million
1.89% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,719
shares
|
$1.76 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,709
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2022
Added 4.79%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,700
shares
|
$1.75 Million
1.64% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,691
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
5,688
shares
|
$1.75 Million
0.57% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,687
shares
|
$1.75 Million
0.46% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,684
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
5,681
shares
|
$1.75 Million
0.86% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
5,677
shares
|
$1.75 Million
0.71% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
5,677
shares
|
$1.75 Million
0.64% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
5,653
shares
|
$1.74 Million
0.9% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
5,642
shares
|
$1.74 Million
0.42% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,628
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Reduced 55.52%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,621
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,621
shares
|
$1.73 Million
0.37% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
5,613
shares
|
$1.73 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
5,607
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Reduced 49.56%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
5,606
shares
|
$1.73 Million
0.66% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
5,604
shares
|
$1.72 Million
1.28% of portfolio
|
Q2 2022
Reduced 0.2%
|